Tim entered the financial services industry in 1992 in New York. Tim, a native Arizonian, returned to his home and founded Private Client Group. Tim is passionate about expanding knowledge and improving client's lives. Tim holds a bachelor's degree from Santa Clara University. He is a Certified Annuity Specialist (CAS), Certified Funds Specialist (CFS), and a Chartered Mutual Fund Consultant (CMFC) through the College for Financial Planning. Tim maintains life insurance licenses in California, Florida, Georgia and Arizona and is securities registered in 25 states. He holds General Securities (24), (7), (6) (66) licenses, and is a Registered Investment Advisor (65). Tim resides in Paradise Valley, AZ and is married with four children. Tim enjoys playing and coaching rugby, travel, helping other financial professionals, reading and activities with his family.